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Ovata Capital Management’s LPL Financial LPLA Stock Holding History

Ovata Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$3.27M – 52
2025
Q1 		$3.27M Buy
+10,000
New +$3.48M 1.24% 18
2020
Q3 		– Sell
-360
Closed -$28K – 134
2020
Q2 		$28K Buy
+360
New +$24.1K 0.01% 139

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